SAX WEALTH ADVISORS, LLC

Position in ORCL — Oracle Corp

CIK 1846150 PARSIPPANY, NJ

Position in ORCL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,749,220

+$925,699 QoQ

Shares Held

11,936

+113.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,404

of 3,472 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $21,981,779 across 5 Software - Infrastructure names. ORCL ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	42,120	$15,711,602
2	PANW	Palo Alto Networks Inc	8,543	$2,913,333
3	ORCL	Oracle Corp This page	11,936	$1,749,220
4	PLTR	Palantir Technologies Inc.	9,194	$1,072,663
5	CRWD	CrowdStrike Holdings, Inc.	11,216	$534,961

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,749,220	11,936	+113.2%	Shares	Sole	2026-07-09
2026-03-31	$823,521	5,598	-1.9%	Shares	Sole	2026-04-08
2025-12-31	$1,112,156	5,706	+26.2%	Shares	Sole	2026-01-12
2025-09-30	$1,272,048	4,523	+7.7%	Shares	Sole	2025-10-20
2025-06-30	$918,464	4,201	+2.5%	Shares	Sole	2025-07-23
2025-03-31	$572,801	4,097	+2.8%	Shares	Sole	2025-05-14
2024-12-31	$664,393	3,987	+16.3%	Shares	Sole	2025-01-15
2024-09-30	$584,131	3,428	+29.8%	Shares	Sole	2024-10-17
2024-06-30	$372,909	2,641	+40.6%	Shares	Sole	2024-07-12
2024-03-31	$235,895	1,878	-42.9%	Shares	Sole	2024-05-14
2022-09-30	$200,798	3,288	0.0%	Shares	Sole	2022-11-08
2022-06-30	$229,732	3,288	-1.8%	Shares	Sole	2022-08-11
2022-03-31	$276,897	3,347	-55.2%	Shares	Sole	2022-08-11
2021-12-31	$651,022	7,465	+127.2%	Shares	Sole	2022-02-07
2021-09-30	$286,222	3,285	0.0%	Shares	Sole	2021-12-10
2021-06-30	$255,704	3,285	-14.2%	Shares	Sole	2021-08-12
2021-03-31	$268,751	3,830	0.0%	Shares	Sole	2021-05-14
2020-12-31	$247,762	3,830	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.